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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Lisa Picillo (CRD# 5208562) is an Investment Advisor Representative working at Spinnaker Asset Management Inc. in Warwick, RI and has over 17 years of experience in the finance industry. Lisa Picillo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bryan Pickell (CRD# 6132937) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 10 years of experience in the finance industry. Bryan Pickell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kirk Pickell (CRD# 2294187) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 31 years of experience in the finance industry.
Brendon Pierce (CRD# 6038174) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 11 years of experience in the finance industry.
Kevin Pierro (CRD# 7007344) is an Investment Advisor Representative working at Financial Independence, LLC in Warwick, RI and has over 5 years of experience in the finance industry. Kevin Pierro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Pirolli (CRD# 4570381) is an Investment Advisor Representative working at Bentley Wealth Advisors, LLC in Warwick, RI and has over 24 years of experience in the finance industry.
Gregory Porcaro (CRD# 4279617) is an Investment Advisor Representative working at Commonwealth Financial Network in Warwick, RI and has over 23 years of experience in the finance industry.
Mark Quillen (CRD# 1862825) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warwick, RI and has over 32 years of experience in the finance industry.
Richard Ranone (CRD# 1671042) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 36 years of experience in the finance industry. Richard Ranone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dawn Robinson (CRD# 5590032) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warwick, RI and has over 15 years of experience in the finance industry.